Notification for Multiple Opportunities Created for One Contact
Issue: many agents create multiple Opportunities for the same contact/transaction because they do not remember making one OR they do not know how to find the one they already made.
Solution: allow for a modal to pop up when an agent begins to create an additional Opportunity for a contact using the linked contact as the trigger.
Example: an agent creates an Opportunity for Mr. Buyer. Later the agent forgets that an Opportunity is already made for Mr. Buyer and begins to make a second one. Once "Mr. Buyer" is linked in the Create Opportunity screen a modal pops up saying "You have already created an Opportunity for Mr. Buyer. previous Opportunity name displayed Do you wish to make another?" Give the option to cancel, create new Opportunity, or click on one of the pre-existing Opportunities.
LABS Team
shared this idea
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LABS Team
commented
It would be useful when linking a contact to an opportunity, to provide a prompt if there is already a duplicate opportunity (under a different phase) to prevent duplicates. This would be useful for agents/teams using the opportunities as a digital whiteboard.